Highvista Strategies LLC (Boston)

Highvista Strategies provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Highvista Strategies: assets under management

The assets under management (AUM) of Highvista Strategies LLC is $3.32 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $1.12 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.35 million each.

Highvista Strategies has custody of $250.17 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 39% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highvista Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Highvista Strategies serves?

The only and largest group of clients of Highvista Strategies is pooled investment vehicles with 33 clients and $3.12 billion of assets under management. Among the 8 most similar advisory firms, Highvista Strategies has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.12 billion for 33 clients. 31% of the firm’s clients are foreign persons or businesses.

Highvista Strategies also advises several private funds. Namely, nineteen hedge funds, five other private funds, and eight private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Highvista Strategies LLC

The company employs 38 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 17 indirect owners.

Based in Boston

The principal office where Highvista Strategies LLC performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-406-6500 or by fax 617-406-6501. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at highvistastrategies.com/.

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